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Results for
"next gen advisors"

It's hard to believe almost a year has passed since I joined Plancorp. New opportunities for growth and learning have presented themselves every day. At times, I've risen to the occasion, and other times I've found myself short of the mark....

Tax season is in full swing, which means aspiring accountant Treavor Dodsworth is especially busy. Mr. Dodsworth, 23, is about eight months into his tenure at NorthWest Financial Services Inc., where he's been putting his tax know-how to work....

Layton Cox entered the profession nearly a year ago, mentally prepared to make a lot of cold calls. Instead, he has gained valuable entrepreneurial experience and really figured out where the industry — and his career — are going. Mr. Cox,...

Nine months after the start of her financial advisory journey, the moment of truth arrived for Amanda Moore last Saturday when she sat for the CFP exam. For the 23-year-old Virginia Tech alumna, the certified financial planner exam was the center...

Each of the six next-generation advisers InvestmentNews has followed over the past year — their first in the financial advice business — is finding his or her own focus in this changing industry. One is circumventing a traditional adviser...

Spring is looking busy for Sam Honey as he prepares for the certified financial planner exam and the arrival of his second child. The 26-year-old planning associate at Plancorp expected to take the CFP exam last Saturday. In the course of studying...

Our second annual 40 Under 40 project is underway, and we are asking readers to help us uncover top young talent in financial advice to illuminate the industry's future. The people who ultimately make the list will be instrumental in moving...

Every year, many young and mid-career professionals make the move into the wealth management industry hoping to help individuals and families make the best financial decisions. While wealth management can be an exciting and rewarding field,...

The financial adviser known on Twitter as Downtown Josh Brown with the handle @ReformedBroker is poised to hit 100,000 followers. While that mark doesn't land him in the social media caste of @RichardBranson, with 5 million followers, or @LadyGaga,...

My first seven years as an adviser have been a rollercoaster ride, with many more ups than downs. The learning curve to becoming an adviser is steep and the skills needed to succeed in this industry are vast and ever-changing. Not only are technical...

I used to live in London, where taxi drivers have to learn The Knowledge, a comprehensive test to gauge their familiarity with London's streets. It means that as a rider, you can guarantee that your black-cab driver knows where he or she is...

While some New Yorkers were shoveling out on Tuesday, a lot of Wall Street-wannabees were sweating over the results of the December CFA tests, which showed that only 44% of test takers passed. Cheer up, less than 20% of candidates pass all three...

The total number of U.S. financial advisers is still shrinking, but the decline in adviser ranks may have hit bottom for now, according to researchers. Financial adviser headcount fell by 1.9% in 2013 to 287,119 advisers, according to the most...

Cardale Jones shocked college football fans this week by leading Ohio State University to the College Football Playoff National Championship after the team's first- and second-string quarterbacks were injured. He confounded expectations again...

A ranking of America's top jobs found that financial advice increasingly is a terrific profession, moving up 16 spots on the U.S. News and World Report list from last year. “Financial adviser” ranked No. 25 of the 100 Best Jobs of 2015,...

The latest data show the U.S. economy can once again be described as the global growth engine. No word on how long it might take the Federal Reserve to recognize such data as significant enough to trigger an interest rate hike. The U.S. economy...

During the past five months at NorthWest Financial, I have learned a remarkable amount about all aspects of financial planning, from the technical side of concepts and strategies to the relationship essentials of connecting with clients and...

The last six months have been full of transition. The first wave of change was graduating from William Paterson University in New Jersey and accepting a job as an associate financial adviser with FJY Financial in Virginia. My emotions were mixed;...

Halfway through their first year in the advice business, the six young professionals InvestmentNews is tracking for its Year 1 project — to better understand adviser experiences as they enter the industry — have gained confidence and skills....

Advisers are latching on to social media giants such as LinkedIn and Facebook to increase their business, and it's paying off. Putnam Investments' latest survey of how advisers are using social media found that those who have acquired clients...

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